01
Define the introduction
Give the AI the customer result, the buyer profile, and the problem your offer solves. Narrow the target until a customer could picture a real person.
Made for Entrepreneurs
Ask a Happy Customer for a Specific Introduction
Also useful for: people in Entrepreneurs
20 min
Intermediate
Customers
Get More Customers
Need More Customers
Write a personal referral request that identifies the right buyer, names the value delivered, and makes the introduction easy to forward.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Turn general customer goodwill into a clear introduction request without making the customer guess who might be a good fit or what to say.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Draft the referral package
Use the compiled prompt to create the main request, a forwardable introduction, and a follow-up.
03
Personalize and send
Make the message sound like the existing relationship, remove unnecessary detail, and send it while the positive experience is current.
Make Your Play
Ask a Happy Customer for a Specific Introduction
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Enter the name of the satisfied customer you plan to contact.
Describe the product or service the customer bought.
State the specific result or positive feedback the customer shared and that you have permission to mention.
0/10000
Describe the exact type of buyer you want the customer to recognize, including role, business type, or current situation.
0/10000
Name the main problem your offer solves for that buyer.
Select where you'll send the referral request.
Describe how well you know the customer and any recent interaction that makes the request timely.
0/10000
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What you'll do
Check a step when you finish it.
01
Define the introduction
Give the AI the customer result, the buyer profile, and the problem your offer solves. Narrow the target until a customer could picture a real person.
02
Draft the referral package
Use the compiled prompt to create the main request, a forwardable introduction, and a follow-up.
03
Personalize and send
Make the message sound like the existing relationship, remove unnecessary detail, and send it while the positive experience is current.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Use a real result the customer has already mentioned. Describe the desired buyer by role, business type, and current problem instead of asking for “anyone who needs help.”
Advanced instructions
Adjust the request to match the strength of the relationship. For a close customer, name a narrow buyer profile. For a newer relationship, use a lighter ask and offer the forwardable blurb without assuming an introduction.
Use this when
A customer has praised your work, shared a strong result, renewed, reordered, or said they'd be happy to recommend you.
You'll need
- Customer name
- Offer delivered
- Customer result
- Target buyer
- Buyer problem
- Message channel
- Relationship context
You'll get
- A referral target specific enough to bring a real person to mind
- A request tied to a truthful customer result
- A clear, low-pressure ask for one introduction
- A forwardable blurb requiring minimal editing
- A follow-up message ready for use.
By the end of this playbook
You will have:
- A referral target specific enough to bring a real person to mind
- A request tied to a truthful customer result
- A clear, low-pressure ask for one introduction
- A forwardable blurb requiring minimal editing
- A follow-up message ready for use.
Examples
Progress 1 of 3